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Invesco CurrencyShares Australian Dollar Trust

29 hedge funds and large institutions have $24.3M invested in Invesco CurrencyShares Australian Dollar Trust in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

46% more call options, than puts

Call options by funds: $674K | Put options by funds: $463K

24% more capital invested

Capital invested by funds: $19.6M → $24.3M (+$4.62M)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

7% more funds holding

Funds holding: 2729 (+2)

1.12% more ownership

Funds ownership: 26.05%27.17% (+1.1%)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
7
Closed
3
Calls
$674K
Puts
$463K
Net Calls
+$211K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Cresset Asset Management
Illinois
$6.36M +$634K +9,747 +11%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$6.17M +$4.92M +75,637 +427%
Morgan Stanley
3
Morgan Stanley
New York
$2.5M +$63.8K +981 +3%
ATPW
4
Ashton Thomas Private Wealth
Arizona
$2.43M
Jane Street
5
Jane Street
New York
$2.09M -$400K -6,157 -16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$602K -$22.2K -342 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$590K +$379K +5,829 +188%
UI
8
Unconventional Investor
New Hampshire
$518K +$1.17K +18 +0.2%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$359K +$353K +5,434 New
MCM
10
MAI Capital Management
Ohio
$326K
CPSAC
11
Chas P. Smith & Associates (CPS)
Florida
$297K
HP
12
Haven Private
Florida
$282K -$337K -5,178 -55%
UBS Group
13
UBS Group
Switzerland
$276K -$572K -8,800 -68%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$273K
GS
15
GTS Securities
New York
$270K +$24.2K +372 +10%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$260K +$255K +3,927 New
FFG
17
Fiduciary Financial Group
California
$243K +$8.26K +127 +4%
Wells Fargo
18
Wells Fargo
California
$156K -$24.4K -375 -14%
CA
19
Clearstead Advisors
Ohio
$83.7K
Bank of America
20
Bank of America
North Carolina
$53.5K -$4.36K -67 -8%
Osaic Holdings
21
Osaic Holdings
Arizona
$32K
Fidelity Investments
22
Fidelity Investments
Massachusetts
$23.1K +$17.2K +265 +312%
HNB
23
Huntington National Bank
Ohio
$16.9K
GWM
24
Geneos Wealth Management
Colorado
$16.5K
NSG
25
Nalls Sherbakoff Group
Tennessee
$16.5K

FXA Hedge Fund Activity: Q4 2025 in Review

29 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Australian Dollar Trust (FXA) for Q4 2025, worth a combined $24.3M — up 24% from $19.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FXA positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was CIBC World Market, adding an estimated $4.92M. The largest seller was UBS Group, cutting an estimated $572K.

  • 29 institutional investors held Invesco CurrencyShares Australian Dollar Trust (FXA) as of Q4 2025, up from 27 in Q3 2025.
  • Funds reported $24.3M of Invesco CurrencyShares Australian Dollar Trust stock for Q4 2025, up 24% quarter-over-quarter.
  • 5 funds opened new Invesco CurrencyShares Australian Dollar Trust positions in Q4 2025 and 3 closed out, a net change of +2 holders.
  • The largest Invesco CurrencyShares Australian Dollar Trust buyer in Q4 2025 was CIBC World Market, an estimated $4.92M added.
  • The largest Invesco CurrencyShares Australian Dollar Trust seller in Q4 2025 was UBS Group, an estimated $572K sold.

Based on aggregated 13F filings for Q4 2025.